Frank Brotto is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In his current role, he collaborates with clients to develop customized financial plans that align with their individual investment objectives. He emphasizes understanding each client's priorities to construct clear and actionable strategies aimed at pursuing their financial goals. Prior to his current position, Frank held roles at Fidelity Investments including Investment Consultant (2022-2023), Relationship Manager (2022), and Financial Representative (2021-2022). This progression reflects his experience in financial services and client relationship management. Outside of his professional work, Frank has personal interests in cooking and baking, football, gardening, golf, and snowboarding.

Arthur Littlefield III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He spent 26 years with Lincoln Financial Advisors Corporation before joining LPL Financial in 2024. Outside of advisory work, he is involved with Academy Financial in Naperville, focusing on non-variable insurance. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of technology-driven investment options.

Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Paul Kalafut is a financial advisor with Edward Jones in Shorewood, IL, holding the CFP®, ChFC®, and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. In addition to his advisory role, Kalafut serves on the Holy Family Catholic School Board, where he contributes to policy and budget decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Tromp is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has been with Cetera since 2007 and also serves as a senior financial analyst at Navistar Inc., where he has worked since 2017. In addition to his advisory role, he is involved with BMA Management, Ltd. as an accountant. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Michael Durkin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jamie Prodehl is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation. Prior to joining Edward Jones in 2026, Prodehl worked at Sable Creek Homestead LLC, Citgo Petroleum, and Starcon International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Seth Cooper is a CFP® and ChFC® with 11 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2015. He is based in Joliet, IL. Outside of his advisory role, he owns residential rental properties, including one held for his daughter’s college housing. Edward Jones is a full-service wealth management firm that supports over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Anthony Raso is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. He is based in Naperville, IL. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Magdalena Lacek is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Bank NA and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jillian Szafranski is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.

Michael Maday is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having been with J.P. Morgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader organization offering a wide range of product types.

Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Carson Walker is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, with prior experience at Bank of America and Merrill. Outside of his advisory work, he is a part-time rideshare driver for Uber and is involved in golf course maintenance at Ruffled Feathers Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and fiduciary services.

Bethany Mullen is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC and Weeks Financial Group. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Ronald Manso is a CFP® with 40 years of industry experience, currently advising at Cetera since 2025. His prior roles include positions at Avantax Investment Services and 1st Global Advisors. He serves as president of RM Financial, Ltd., a personal corporation, and owns Porte Brown Wealth Management, LLC, which provides financial services. He is also a director of the John H & Ann G Rhodes Foundation, a scholarship foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers a variety of investment management and consulting services across multiple program platforms and manager options.

Gregg Smallen is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Oswego, Illinois. Gregg has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

David Polimeros is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks LLC. In addition to his advisory work, he is involved in tax preparation and accounting services through Financial Servicenter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Donald Cheval is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses, and has 32 years of industry experience. His prior roles include positions at Merrill Edge/Bank of America, Gwfs Equities/Empower Retirement, and Mariano's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.